Southwest

NORTH AMERICA CHAPTER

SOUTHWEST
NETWORKING EVENTS
People meeting

CHAPTER TEAM:

Ramon Dominguez, Lucid Motors

 

GEO BOARD CHAPTER LIAISON:

Danyle Anderson, FGE, Bank of America

WELCOME TO THE SOUTHWEST CHAPTER

This local chapter community is dedicated to sharing knowledge, experiences, and resources to help members develop their skills, expand their networks, and make a positive impact in their communities. You will have access to a wide range of valuable resources and opportunities including educational sessions and networking events. 

people smiling
people together
people talking
person smiling
cheers drnks

REGIONAL RESOURCES

FILTER:
Country
IN-PERSON CHAPTER EVENT
17 September 2025, 10am - 5pm PDT
15TH ANNUAL NORCAL FORUM
NORCAL

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

LIVE WEBCAST
20 May 2025, 10 - 11am PDT
MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES
20 May

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy
Employee engagement
All plan types
Global

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

  • Educate internal stakeholders to align expectations and improve compliance.
  • Navigate payroll system limitations and enhance communication with payroll teams.
  • Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

 

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC: 19 May - 9am AEDT
EUROPE: 20 May- 10am GMT | 11am CET | 12pm IST
THE AMERICAS: 19 May - 4pm PT | 7pm ET – 20 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

CPE CREDIT HOURS: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.

LIVE WEBCAST
13 May 2025, 10 - 11am PDT
VESTING UNDER PRESSURE: NVAVIGATING T1 TIMELINES AND EXECUTIVE MANAGEMENT
webcast

Ben Brettell, Reward Pro 
Will Broad, Winterflood
Tom Giles, Winterflood
Tom Gwinnell, Reward Pro
Adva Lewitte, Shareforce

Trending now
All plan types
Global

When it comes to executive share plans, the vesting process is already complex—but add T1 into the mix, and the stakes get even higher. With tighter timelines, increased scrutiny, and more stakeholders involved, ensuring a smooth, compliant, and well-communicated vesting process is critical.

Join experts from ShareForce, RewardPro, and Winterfloods as we navigate the biggest challenges in executive plan communications and reveal strategies to stay ahead under T1 constraints. Packed with real-world insights and actionable solutions, this session is essential for issuers looking to improve efficiency, accuracy, and executive engagement in their share plans.

KEY LEARNING POINTS:

  • Streamline vesting workflows and stakeholder coordination to maintain accuracy and efficiency under accelerated timelines.
  • Enhance executive understanding of share plans by simplifying complex concepts and reinforcing their value.
  • Leverage technology and clear communication to improve engagement and ensure a seamless experience

 

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST
ASIA-PAC: 12 May - 9am AEDT
EUROPE: 13 May- 10am GMT | 11am CET | 12pm IDT | 2.30pm IST
THE AMERICAS: 12 May - 4pm PT | 7pm ET – 13 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

CPE CREDIT HOURS: 1.0*
 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.

IN-PERSON CONFERENCE
28 April 2025, 8am - 30 April 2025, 3pm CEST
GEO'S 26TH ANNUAL CONFERENCE
Prague

PRAGUE

All plan types
Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS! 

LIVE WEBCAST
10 April 2025, 1 - 2pm EDT
GLOBAL EQUITY UPDATES Q1 2025
Webcast

SPEAKERS: Barbara Klementz, Baker McKenzie | Kela Shang, Baker McKenzie

Trending now
All plan types
Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

  • Gain insights into the latest regulatory changes impacting equity compensation globally
  • Understand new reporting obligations and compliance requirements affecting your company's equity plans
  • Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation


WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:   

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS - 4/9 8pm ET | 5pm PT | 10am PT | 1pm ET | 6pm GMT

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

IN-PERSON CHAPTER EVENT
3 April 2025, 2 - 5:30pm EDT
BOSTON CHAPTER MEETING
boston

Boston, MA

Design and strategy
Legal and regulatory
All plan types
Employee stock purchase plans (ESPP)
USA

Unlock the Power of Employee Equity

Employee stock plans are a key component of a competitive compensation strategy, but designing, managing, and keeping them compliant—especially on a global scale—can be complex. Join us for two insightful sessions led by industry experts as we explore best practices for Employee Stock Purchase Plans (ESPPs) and navigate the latest global tax updates affecting equity compensation.

You’ll gain actionable strategies to optimize your stock plans and ensure compliance in an evolving regulatory landscape. 
 

Session 1: Development and Review of Your Employee Stock


Discover how Employee Stock Purchase Plans (ESPPs) can be the ideal complement to a robust Compensation and Benefits portfolio. In this session, we will share insights into how Fidelity supports plan sponsors—from the initial design phase through effective communication, seamless ongoing administration, and accurate financial accounting.

KEY LEARNING POINTS

  • Designing Effective ESPPs: Learn the fundamentals of creating a plan that aligns with both company objectives and employee expectations.
  • Strategic Communication: Understand best practices for engaging employees and ensuring they grasp the benefits of the plan.
  • Administration & Accounting Excellence: Gain insights into efficient ongoing administration and the financial accounting practices essential for maintaining a successful ESPP.
     
SESSION 2: GLOBAL UPDATES


Keeping up with the ever-changing taxation landscape for global stock plans can be challenging. This session focuses on the latest trends and emerging tax updates that could impact your global share plans, ensuring you stay ahead of compliance challenges.

KEY LEARNING POINTS

  • Navigating Current Global Tax Regulations: Get an overview of the current international tax environment affecting stock plans.
  • Forecasting Tax Trends: Learn to anticipate upcoming changes and understand their potential impact on global share plans.
  • Ensuring Compliance: Explore practical strategies to keep your global stock plans compliant in a dynamic regulatory landscape.

Join us for after the sessions for some networking in the Deloitte offices from 4:00 to 5:30pm.

These sessions will be eligible for CEP credit.

In-Person
Deloitte Office
115 Federal Street
Boston, MA
 

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.

LIVE WEBCAST
1 April 2025, 1 - 2pm EDT
DOING MORE WITH LESS: CUTTING THE NUMBER OF QUESTIONS IN HALF
webcast

SPEAKERS: Amit Gupta, Salus Financial | Robyn Shutak, FGE, Infinite Equity

Communications
All plan types
Global

Join us as we explore strategies and evidence-based approaches to cut the number of questions your team has to answer in half. Answering equity compensation questions from employees requires reading up on an individual's situation, understanding regional nuances, and taking on personal reputation risk when answering. But, that’s just one of the many drains on your time we will dive into. 

KEY LEARNING POINTS:

  • Understand the moments in time that create the most confusion for employees
  • Learn actionable strategies to free up your team's time while also leveling up your participants' expertise
  • Set yourself up to access further time-saving opportunities in your day-to-day work even with a limited budget


WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC - 10am AEDT | 12pm IDT | 2.30pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS -  3/31 7pm ET | 4pm PT | 10am PT |1pm ET 
 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

IN-PERSON CHAPTER EVENT
26 March 2025, 4:30 - 6:30pm MDT
COLORADO CHAPTER MEETING
coloardo

Centennial, CO

Trending now
All plan types
USA

LAUNCH PARTY AT THE VIEWHOUSE

We are excited to announce our brand new Colorado Chapter!

Come and celebrate this new launch with us at the ViewHouse in Denver.  Unwind with industry peers and make new connections. Discuss latest trends and challenges in equity planning – or just unwind with a drink.

We look forward to seeing you there!

LOCATION
Ballpark ViewHouse
7101 S Clinton St
Centennial, CO 80112

LIVE WEBCAST
18 March 2025, 1 - 2pm EDT
AUTOMATION IN SHARE PLANS: A GLOBAL ISSUER ROUNDTABLE DISCUSSION
webcast

SPEAKERS: Dexter Tang (Moderator), Google | Jennie Anderson, Microsoft | Lamont Walker, Lyft | Annemarie Kalsbeek, S&P Global

Operational effectiveness
All plan types
Global

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

  • Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
  • Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
  • Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

  • ASIA-PAC - 10am AEDT | 12pm IST
  • EUROPE - 10am GMT | 11am CET |  | 5pm GMT
  • AMERICAS -  3/17 7pm ET | 4pm PT 10am PT | 1pm ET | 5pm GMT


COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

AVAILABLE TO GEO MEMBERS ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions. 

AVAILABLE TO GEO MEMBERS ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content. 

AVAILABLE TO GEOS MEMBER ONLY
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The future of global share ownership